Leave Management
Handle employee leave requests, approvals, balance tracking, and leave type configuration.
Leave Management
15.1 Overview
Handle employee leave requests, approvals, balance tracking, and leave type configuration.
Tab Structure:
- Applications - Create, submit, and manage leave requests
- Balances - View and manage employee leave balances
- Adjustments - Make balance adjustments and corrections
- Registration - Configure leave types and policies
15.2 Leave Applications
15.2.1 Request Statuses
| Status | Badge Color | Description |
|---|---|---|
| Draft | Outline | Created but not submitted |
| Pending | Secondary | Submitted, awaiting approval |
| Submitted | Secondary | Formally submitted for review |
| Approved | Green | Leave granted |
| Rejected | Red | Leave denied |
| Cancelled | Outline | Withdrawn |
15.2.2 Creating a Leave Request
- Click "Create Request" button
- Fill in the request details:
- Employee (required)
- Leave Type (required)
- Start Date (required)
- End Date (required)
- Days Requested: Calculated or entered
- Half Day: Toggle if taking half day
- Half Day Period: Morning/Afternoon
- Reason (required)
- Contact During Leave
- Reliever: Employee covering duties
- Click "Create" to save as draft
Business Rules:
- Days requested are calculated from start/end dates
- Cannot request leave exceeding available balance
- Overlapping leave periods are flagged
- Approved requests deduct from leave balance
- Cancelled approved requests restore balance
15.3 Leave Balances
15.3.1 Balance Information
| Column | Description |
|---|---|
| Employee | Name and employee number |
| Leave Type | Type of leave |
| Opening | Starting balance for the year |
| Accrued | Days earned during the year |
| Adjusted | Manual adjustments made |
| Taken | Days already used |
| Pending | Days in pending requests |
| Available | Remaining balance |
Formula: Available = Opening + Accrued + Adjusted - Taken - Pending
15.4 Leave Adjustments
15.4.1 Adjustment Types
| Type | Badge Color | Description |
|---|---|---|
| Addition | Green | Add days to balance |
| Deduction | Red | Remove days from balance |
| Correction | Secondary | Fix an error |
| Emergency Extension | Green | Extend approved leave |
| Early Return | Green | Employee returned early |
15.5 Leave Registration (Leave Types)
15.5.1 Accrual Methods
| Method | Description |
|---|---|
| Annual | Full allocation at start of year |
| Monthly | Days accrue each month |
| Per Pay Period | Days accrue per payroll cycle |
| Manual | Manually allocated by HR |
15.5.2 Creating a Leave Type
- Click "New Leave Type" button
- Fill in the leave type details:
- Leave Type Name (required)
- Default Days Per Year (required)
- Accrual Method
- Max Days Per Request
- Minimum Notice Days
- Description
- Paid Leave: Toggle if leave is paid
- Requires Approval: Toggle if approval needed
- Requires Attachment: Toggle if documents required
- Active: Toggle to enable/disable
- Click "Create Leave Type" to save